How to Send Money

This walkthrough covers how to send a payment using Send Money, from starting the payment to tracking it through to completion.

For a general introduction to Send Money, see: Send Money Overview

How to Send Money

1. Navigate to the Payments page > Select "Send Money"
2. Either:
   • Search and select an existing recipient
     OR
   • Pay a new recipient
3. Add the required payment details:
   • Amount
   • Currency (CAD or USD)
   • Funding Source
   • Payment Date
   • Payment Purpose
4. [optional] Upload an attachment or add a memo
5. Select "Review" to review the payment before sending it
6. Once reviewed, select "Submit for Authorization"

Once submitted, the payment will move to the Needs Authorization tab of the Payments page, where an authorizer will need to authorize the payment before the scheduled payment date. 

For details, see: How to Authorize Accounts Payable Payments

Note:

• The maximum attachment size is 20 MB
• Acceptable file types include:
  • PDF files
  • PNG
  • JPG images